North Star Advisory Group provides investment advice and financial planning to individuals, pension plans, charities, and corporations. Services include portfolio management, financial planning, selection of other advisors, pension consulting, real estate consulting, and antiques/collectibles consulting. Investment advice is tailored to each client's needs and objectives. They may use sub-advisors to manage a portion of client accounts.
Assets Under Management$230M
Clients450
Advisors6
Avg. per Client$500K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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